Teri Bennett Email & Phone Number

Hilliard, Oh, Us

Hilliard, Ohio, United States

Columbus, Ohio Metropolitan Area

Leadership of administration, development and implementation in Salesforce leveraging standard (Contact, Account, Opportunity) and custom objectsDevelop upfront CRM strategy & design for customer during planning; identifying solutions for complex requirements Based on the prescribed solution, assist with the development of project plans, estimates and provide scope for proposals and statements of workDeployed strategy to connect Salesforce Marketing Cloud with Salesforce Sales Cloud; connection to Pardot, Tableau/CRM Analytics, and SalesvueUse standard Salesforce declarative programming tools (Formulas, Flow, Assignment Rules, Email Alerts, etc.) to automate business processes where appropriate

Columbus, Ohio Metropolitan Area

Acted as liaison between business, sales and IT to refine Salesforce product, translating features into user stories within the team’s backlog; managing, ranking and prioritizing to reflect stakeholder requirementsLeveraged Agile process to maintain release schedule, delivering on time solutions to meet user needsDirected Agile adoption of Agile process to support release when ready delivery, leading to 20% increase in release frequency and accuracy

Grandview Heights, Oh

Educated the business- Annuity, Life, Retirement Solutions and Institutional Investments- on Salesforce design to consistently meet business needs and outcomesLed implementation of new process and technology of Salesvue, Pardot, Salesforce Marketing Cloud and Journey Builder integrations to NF Salesforce Led requirements gathering, design and implementation, of new sales tools create a consistent, repeatable process for managing relationships inside of Salesforce Facilitated development, training and reporting on new processes and technology impacting marketing and sales audiences

Led team of 8 trainers in design, scheduling, and facilitation of training supporting solution center of 600+ associates Strong experience and knowledge working with all lines business (annuity, life insurance, mutual funds, and retirement plans) within Nationwide Financial Internal Sales and Service

Proactively initiated daily contacts to targeted investment professionals to build relationships, discover appropriate needs in which products and services apply, and to consult and advise based on their clients needs. Exceeded goals working in the New York City and surrounding territories.Acted as team leader, providing new employee training and team development of sales ideas.

Build relationships with financial advisors and customers to provide On Your Side service for inquiries regarding in-force contracts, pre-sale, income planning, licensing, and fee-based.

Led team of 80+ volunteers, recruited and trained team members, developed relationships with team and customer

Designed, planned and executed training for the Annuity Inbound Sales & Service center; including classroom and computer based training.

Coach to 10 team members, providing input for team member evaluations for call effectiveness.

Build relationships with financial advisors and customers to provide On Your Side service for inquiries regarding in-force contracts, pre-sale, income planning, and licensing.

Bachelor Of Science (B.S.), Human Ecology

Majored in Human Ecology with focus on Consumer Affairs

High School Diploma